Indian pharma companies with exposure to GLP-1 receptor agonists and the weight loss medication market through CDMO, generics, or API supply.
Sectors represented: Healthcare, Capital Goods
We identify and classify emerging risks through analysis of internal and external data, industry trends,. market study, regulatory requirements and expert insights. e potential impact on. the business. We identify and classify emerging risks through analysis of internal and external data, industry trends,. market study, regulatory requirements and expert insights.
At this point, I would like to address concerns and questions that we've been receiving from the. market regarding the impact of oral GLP-1s on the injectable. ted to continuous growth and innovation. At this point, I would like to address concerns and questions that we've been receiving from the. market regarding the impact of oral GLP-1s on the injectable. So it has always been known and.
So, if you can clarify sir, because you have got the approval from the CDSCO. about your generic version. htly differentiated product than the pure plain vanilla generic of Semaglutide. So, if you can clarify sir, because you have got the approval from the CDSCO. about your generic version. So, what strategy that you are likely to play here?. 17 of 19.
Do you sce the GLP-1 having the entire impact in the medium term on the demand for. our cardiovaseular product?. So I would say that what you are saying is clearly one line of thinking today, because now we. are not looking at cardiovascular and all that. emand for. our cardiovaseular product?. So I would say that what you are saying is clearly one line of thinking today, because now we.
Insulin vial operations. commenced at Bhopal; cartridges. expected in Q3 FY26. WHAT WE COULD HAVE DONE BETTER. . Critical Care business – GM% has. improved due to Swiss backward. integration; we got delayed in lin vial operations. commenced at Bhopal; cartridges. expected in Q3 FY26. WHAT WE COULD HAVE DONE BETTER. . Critical Care business – GM% has. improved due to Swiss backward.
Unique competitive edge with GLP-1 is a significant factor for future success while the biologics. business has also picked up. 33. ▷FromalowbaseinFY20,wehaveaddedseveralnew. customersafterreceivingUSFDAapprovalinFY23(Two. inspectionsincludedinCY2022-PAI,DrugDevice,andGMP). ▷Ourbusinesscontinuestogrowaswepropelourgeographical. marketingeffortsandattractnewpartners.
I will join back the queue. Moderator: Thank you. Next question is from Shashank Krishnakumar from Emkay Global. Please go ahead. Shashank Krishnakumar: Hi, thanks for taking my question. Thank you. I will join back the queue. Moderator: Thank you. Next question is from Shashank Krishnakumar from Emkay Global. Please go ahead. Shashank Krishnakumar: Hi, thanks for taking my question.
This quarter Liraglutide was. also launched in other markets of UK and Australia. of~$767 million. . GLP-1s, Pens, and Cartridges:The company launched its first partneredGLP-1, Liraglutide, in Q4 FY25. This quarter Liraglutide was. also launched in other markets of UK and Australia. We are aggressively increasing our GLP-1/Pen/cartridge capacity from~40 million. to 140 million units. .
And the second question I have is related to this only. Like we have a very good. presence in cardiology now. We are almost present across hypertension to heart-. related issues, everything, cardiac. second question I have is related to this only. Like we have a very good. presence in cardiology now. We are almost present across hypertension to heart-. related issues, everything, cardiac.
Rosuvastatin (CVD). Atorvastatin (CVD). Sacubitril + Valsartan (CVD). Simvastatin (CVD). Apixaban (CVD). Dalbavancin (Anti-infective). Tirzepatide. Empagliflozin. Dapagliflozin. Sitagliptin. (Ophthalmology). Rosuvastatin (CVD). Atorvastatin (CVD). Sacubitril + Valsartan (CVD). Simvastatin (CVD). Apixaban (CVD). Dalbavancin (Anti-infective). Tirzepatide. Empagliflozin. Dapagliflozin. Sitagliptin. .
While our pilot projects have indicated positive traction. in basic radiology, what could be our plan going forward would we sort of think about getting into. advanced radiology or continue to expand basic radiology across our network? Secondly, would this in basic radiology, what could be our plan going forward would we sort of think about getting into.
Right now, it is more in the hands of very few limited players who have the marketing potential. to generate prescription and convert doctors over from older medicines to newer ones. 6. Page 11 of 16. Right now, it is more in the hands of very few limited players who have the marketing potential. to generate prescription and convert doctors over from older medicines to newer ones. As this.
I. just wanted to know what would be the 3, 4 test, both in value and volume, which anyone who. is taking under GLP anyone who is taking GLP would have to mandatory take?. Rahul Guha: Yes. So firstly, I stand corrected on that one. 3, 4 test, both in value and volume, which anyone who. is taking under GLP anyone who is taking GLP would have to mandatory take?. Rahul Guha: Yes.
Source: IQVIA; Amongst markets going off patent by H1’26. 2. to ride the semaglutide wave across available markets. First semaglutide approvals secured in Canada; products already marketed in India. 1. Source: IQVIA; Amongst markets going off patent by H1’26. 2. Based on sales market share data for April 2026. OneSource customers (#). $2,182 | 12.6. #1. IQVIA Sales (2025, $m) |.
But given all of this, the moving parts, we would like to state that it should be. between the 19.5% to 20.5%. But clearly, the pathway is to get to the 22%,. 23% as early as possible. Damayanti Kerai: Okay. ven all of this, the moving parts, we would like to state that it should be. between the 19.5% to 20.5%. But clearly, the pathway is to get to the 22%,. 23% as early as possible.